If you’re one of those who find it troublesome to insert synchronized prices in invoices and purchase orders with products’ price, Sales Monitor extension for Vtiger is a great tool to manage your purchases, sales, and invoices.

This Module enables you to:

Ensure that price in invoice is sync with purchase order price
Ensure that the inventory inquiry is sync with the quantity of product in invoice

You can also activate the conditions above as well as the below options:

In case the price of product is in contrast with purchase price, product price in inventory updates directly.
You may need to submit a purchase order with a different price than what was originally listed in the products module. In this module, average prices are calculated and applied to inventory prices.
Or apply the conditions above considering the quantity.

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A tool to assist you calculate new prices and quantities, Sales Monitor extension for Vtiger is the one to keep track of unidentical records in invoice, inventory, and purchase order.

Note: You need to set the Status field as Received Shipment in order to make each of the five options work.

The extension may be useful in a variety of situations, so let’s see how it may work.

General configuration for all the five conditions:

To set each option, follow the address below

Settings> CRM settings> Inventory> Sales Monitor

and check the related box/ boxes to activate it/ them.

Scenario 1:

Invoice Price and Purchase Order Price Adjustment

To sync the price in purchase order with invoice price, activate this option.

User Guide

To check the performance, place a purchase order for one of the products from Menu> Inventory> Purchase Orders and fill in the mandatory fields.

Don’t forget to set Status as Received Shipment and then define the desired price in Item Details.

Now submit an invoice for the same product you’ve placed a purchase order for with a different price. If the products price is chosen below purchase order, you’d face an error.

Scenario 2:

Product Inquiry

Product quantity in the inventory will be compared with the number of products in the invoice. Issuing the invoice will be prevented, if the number of products is more than your inventory.

User Guide

To walkthrough this option’s performance, let’s first keep the product’s quantity in mind from Products section.

Product's Initial Price — Product’s Initial Price

Next, from Menu> Inventory> Invoices, Create an invoice with more quantity than the inventory. In this case, the invoice cannot be submitted.

You can keep both of the above-mentioned options active or choose among the options below only.

1-Sync the price of products in the inventory with the purchase price is the purchase orders

This option enables you to automatically update the products price in case purchase order’s price is in contrast with the product’s initial price.

User Guide

To observe how the option performs, keep the product price in mind from Menu> Inventory> Products

Now, placing a purchase order for the same product with a different price, you need to enter of different price.

And go back to Products section to see whether the price is updated.

2- Average Price

Chances are, you have to insert a new price for a product in the inventory. This option calculates an average price and replaces the initial price with it.